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Dec 2, 2013

Wealth Preservation

 

Wealth Preservation is the unification of your efforts to protect and plan for your estate, your business and your assets, but it is much more than the sum of its parts.  It is the symphony, the unified and seamless plan that orders the outside context of your life, so your pursuits, life events and transitions are as smooth and harmonious as possible.  Wealth Preservation Planning is comprised of a number of disciplines, but most importantly Estate Planning, Business Planning, Asset Protection Planning, and Financial Planning.  It also involves the efforts the combined efforts of a team of trusted advisors working together as a Collaborative Team to build a unified plan.  At Corliss, A Law Corporation, we are dedicated to that goal.

 

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Posted: Monday December 2, 2013, 9:30 pm
Tags: group law estate corporation planning Corliss [add/edit tags]

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Author

Kei Fong
female, age 27,
Singapore
KEI'S SHARES
Dec
5
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Corliss Law is dedicated to serving the unique planning needs of the business owner and their families through thorough, carefully designed and implemented business and wealth preservation strategies and plans.  We work with you and your team of...
Nov
29
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Legal Information Is Not Legal Advice Corliss, A Law Corporation is a California Corporation licensed to practice law in the State of California.  Our web site provides information about the law designed to help users safely cope with their own...
Nov
26
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Business Exit Planning Using Charitable Strategies Business owners usually have four goals when they leave their businesses: retire from the business; sell to a new owner (family members, employees, or third parties); minimize taxes and maximize pro...


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